How to Tackle Digital Estate Planning in Four Easy Steps

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.

A man works on his laptop, getting his digital estate planning in order, at the dining room table.
(Image credit: Getty Images)

Today, much of our lives is digital, and many things we hold dear are not physical. But what happens to our digital assets when we die? That’s where digital estate planning comes in.

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Marguerita M. Cheng, CFP® & RICP®
CEO, Blue Ocean Global Wealth

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor℠ and a Retirement Income Certified Professional. She helps educate the public, policymakers and media about the benefits of competent, ethical financial planning.